How to Set up Dashboard Reports

Dashboard Reporting on Liveboards- How to create your reports

This is a New Product article for existing & new clients when creating Safety Data reports using Dashboard via Liveboards in V2.

 Instructions

Use the following functionality to create your own Data reports using the information submitted by your staff-

Access your Liveboards site - https://liveboards.safeworkpro.com/login and select ‘Dashboard’ from the menu at top of page, this will open the following page-

1. Click +Add Dashboard button , complete the details and Save
2. New Dashboard blank canvas will open ready to add content- Link to video-adding visual tile
3. Select from the dropdown the Visual Type you would like to Display-
4. Here I have selected Document Category from the Tile Library and displayed the 7 options available from the dropdown menu(shown in the image above)- Filter report using Date Calendar Filter report

Export your completed Dashboard in one of the following formats:-

5. Setup a Scheduled email of your report using the ‘Schedule’ tab adjacent to ‘Tile Library’ tab-

6. Scheduling options available- Video link Report scheduling

Schedule date- opens a Calendar

Schedule every-

Schedule Time(Australia/Brisbane)-

Schedule Range-

Select File Type & add the Email address of the receiver.

You have now created your first Dashboard Report and can share it with your team or client